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Medicaid Planning Quiz

DO YOU QUALIFY FOR MEDICAID PROTECTION?

Answer 3 quick questions to see if we can help protect your assets from nursing home costs:

ELDER LAW SOLUTIONS FOR EVERY SITUATION

Caregivers of Elderly Parents

“I’m worried about my mom’s nursing home costs depleting her life savings.”

We help protect assets while qualifying for Medicaid coverage

Adults Planning Ahead

“I want to ensure my affairs are in order before any health crisis occurs.”

We create comprehensive estate plans that protect your future

Trustees & Personal Representatives

“I’ve been named executor but don’t know where to begin.”

We guide you through probate and trust administration efficiently

Parents of Adult Disabled Children

“I need to ensure my child is cared for after I’m gone.”

We create special needs trusts that preserve benefits eligibility

Families in Crisis

“My father needs nursing home care NOW and we’re not prepared.”

We implement crisis planning strategies to protect assets

TRUSTED BY 8,000+ FLORIDA FAMILIES

AV Preeminent Rated

The highest peer rating standard, reflecting legal ability & ethical standards.

Florida Bar Board Certified

Only 117 attorneys in Florida are Board Certified in Elder Law – and we have two of them.

SuperLawyers Recognition

An honor reserved for attorneys who have attained outstanding peer recognition.

200+ Five-Star Reviews

See why our clients consistently rate us 5 stars on Google.

VA Accredited Attorneys

Authorized to represent veterans with the Department of Veterans Affairs.

COMPREHENSIVE ELDER LAW SERVICES

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REAL FAMILIES WE'VE HELPED

Crisis Medicaid Planning

Our client’s mother-in-law, nearly ninety, had a sudden medical emergency that required skilled nursing facility care. With limited financial resources, they needed to protect her assets while qualifying for benefits.

Our Solution: We guided them through the Medicaid application process, explained everything in detail, and helped them gather all required documentation.

Result: The mother-in-law now receives the skilled nursing care she needs with no financial worries, and the family has peace of mind knowing her care is secure.

Alzheimer's Care Navigation

Our client and her brother were overwhelmed with issues related to their mother’s Alzheimer’s, including Medicaid assistance, VA benefits, and finding appropriate care.

Our Solution: We provided a clear checklist of action items, answered their questions promptly, and guided them through the long-term care planning process.

Result: Their mother received proper care, and the family had support through the entire 8-month journey, including compassionate follow-up after their mother’s passing.

Special Needs Trust Planning

Jack and his wife were retired with a disabled daughter they wanted to protect financially for the future.

Our Solution: We took time to understand their family dynamics and their daughter’s specific needs, then created a comprehensive plan including restructured wills and a Supplemental Needs Trust.

Result: The family now has peace of mind knowing their daughter’s financial future is secure and her benefits protected.

WHAT OUR CLIENTS SAY

“Kellen and his team are outstanding in every respect. During a very trying and stressful time in my life, they gave me the guidance and counsel that I needed to make this transition as easy as possible.”

“My experience with Berg Bryant Elder Law Group has been nothing short of exceptional. Prior to reaching out, I felt overwhelmed and unsure of where to begin.”

“We have used this law firm multiple times. Everyone at the office is incredibly friendly & extremely knowledgeable. I highly recommend using this practice for any of your family and estate planning needs.”

Frequently Asked Questions

About Medicaid Planning

What is Medicaid planning and why is it important?

Medicaid planning is the process of structuring your income and assets to legally qualify for Medicaid benefits while preserving your estate for your loved ones. It’s especially important when long-term care—such as nursing home care—becomes a reality, as these costs can quickly deplete your savings. At Berg Bryant Elder Law Group, we help families protect what they’ve built while gaining access to essential care.

Can I qualify for Medicaid if I have savings?

Yes. Many people mistakenly believe they must spend down all of their savings to qualify for Medicaid, but that’s not always true. With proper planning, certain assets can be preserved, and eligibility can still be achieved. Our firm helps you navigate these rules and create a strategy that fits your family’s financial picture.

Is it too late to plan if my loved one is already in a nursing home?

It’s never too late to plan. Even if your loved one is already receiving care, crisis Medicaid planning can often protect a significant portion of their assets. The sooner you contact an experienced elder law attorney, the more options may be available.

Will I lose my home if my spouse needs Medicaid?

In many cases, no. Florida law allows the community spouse (the spouse not receiving care) to remain in the home without it being counted as an asset or subject to recovery. Every situation is unique, and our team can help you understand your rights and protections under Florida Medicaid rules.

About Estate Planning

What's the difference between a will and a trust?

A will is a legal document that outlines how your assets should be distributed after your death, but it typically requires probate. A trust, on the other hand, can allow assets to pass outside of probate, often more privately and efficiently. Trusts can also provide more control over how and when your assets are used. We’ll help you determine which tool—or combination—is right for your goals.

Do I need a power of attorney?

Yes. A durable power of attorney is essential for naming someone you trust to manage your finances and legal matters if you’re ever unable to do so yourself. Without one, your family may need to pursue a guardianship through the courts, which can be time-consuming and expensive.

How often should I update my estate plan?

We recommend reviewing your estate plan every 3–5 years or after any major life event—such as a marriage, divorce, birth, death, or significant change in assets. Laws and family dynamics change over time, and your plan should reflect your current wishes.

What happens if I die without a will in Florida?

If you pass away without a will, Florida’s intestate succession laws will determine how your assets are distributed. This may not reflect your wishes and could create conflict or confusion for your loved ones. Having an estate plan ensures your voice is heard and your legacy is protected.

Working With Us

How are your fees structured?

We understand that cost is an important part of planning. If you’d like to learn more about our fees, we welcome you to contact our office. We’re happy to answer your questions and provide information based on your specific needs.

How long does the planning process take?

The timeline depends on the complexity of your situation. If you’re in a crisis planning situation, such as needing Medicaid urgently, we can move more quickly. Our team will walk you through every step with clear timelines and responsive communication.

Do I need to bring anything to my consultation?

Yes, bringing the following can be helpful:

  • A list of your assets and debts
  • Any existing estate planning documents (wills, trusts, powers of attorney)
  • Information about long-term care needs (if relevant)
  • Questions or concerns you want to address

Don’t worry if you don’t have everything; we’ll guide you through it.

What makes you different from other elder law attorneys?

We treat every client like family. Berg Bryant Elder Law Group combines deep legal knowledge with genuine compassion. We don’t just prepare documents—we create plans that bring peace of mind and protection to Florida families. Our personalized, relationship-based approach sets us apart, and we take pride in being trusted advisors during some of life’s most important decisions.

PROTECT WHAT YOU'VE WORKED A LIFETIME TO BUILD

Don’t risk losing everything to long-term care costs or an outdated estate plan. Our Board Certified Elder Law Attorneys have helped 8,000+ Florida families protect their assets and secure their future.

The consultation fee is the best money you’ll ever spend.

904-398-6100
  • Board Certified Specialists
  • Flat Fee Services - No Surprises
  • Practical Solutions, Not Just Documents
  • Peace of Mind for You and Your Family

Serving clients throughout Duval, St. Johns, Clay, and Nassau Counties including Jacksonville, Jacksonville Beach, Neptune Beach, Atlantic Beach, Ponte Vedra Beach, Orange Park, Fleming Island, St. Augustine, and surrounding areas.

Jacksonville Office (Main)
  • 7545 Centurion Parkway, Suite 108
    Jacksonville, FL 32256
    Monday-Friday: 8:30 AM - 5:00 PM
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Orange Park Office
  • 1929 Park Avenue
    Orange Park, FL 32073
    Monday-Friday: 8:30 AM - 5:00 PM
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St. Augustine Office
  • 145 Land Grant Ste 6
    St. Augustine, FL 32092
    Monday-Friday: 8:30 AM - 5:00 PM
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